Harrell Investment Partners’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Sell |
24,820
-3,517
| -12% | -$249K | 0.45% | 56 |
|
|
2025
Q1 | $2.03M | Buy |
28,337
+4,099
| +17% | +$294K | 0.6% | 51 |
|
|
2024
Q4 | $1.51M | Hold |
24,238
| – | – | 0.42% | 59 |
|
|
2024
Q3 | $1.74M | Hold |
24,238
| – | – | 0.49% | 57 |
|
|
2024
Q2 | $1.54M | Hold |
24,238
| – | – | 0.45% | 60 |
|
|
2024
Q1 | $1.48M | Sell |
24,238
-705
| -3% | -$43.1K | 0.44% | 59 |
|
|
2023
Q4 | $1.47M | Sell |
24,943
-526
| -2% | -$31K | 0.46% | 57 |
|
|
2023
Q3 | $1.41M | Hold |
25,469
| – | – | 0.48% | 58 |
|
|
2023
Q2 | $1.53M | Hold |
25,469
| – | – | 0.52% | 55 |
|
|
2023
Q1 | $1.62M | Hold |
25,469
| – | – | 0.58% | 54 |
|
|
2022
Q4 | $1.62M | Hold |
25,469
| – | – | 0.64% | 52 |
|
|
2022
Q3 | $1.43M | Hold |
25,469
| – | – | 0.6% | 52 |
|
|
2022
Q2 | $1.6M | Hold |
25,469
| – | – | 0.65% | 48 |
|
|
2022
Q1 | $1.58M | Hold |
25,469
| – | – | 0.56% | 55 |
|
|
2021
Q4 | $1.51M | Sell |
25,469
-139
| -0.5% | -$8.23K | 0.46% | 60 |
|
|
2021
Q3 | $1.34M | Sell |
25,608
-493
| -2% | -$25.9K | 0.43% | 63 |
|
|
2021
Q2 | $1.41M | Hold |
26,101
| – | – | 0.46% | 61 |
|
|
2021
Q1 | $1.38M | Sell |
26,101
-1,465
| -5% | -$77.2K | 0.49% | 58 |
|
|
2020
Q4 | $1.51M | Hold |
27,566
| – | – | 0.58% | 55 |
|
|
2020
Q3 | $1.36M | Hold |
27,566
| – | – | 0.59% | 53 |
|
|
2020
Q2 | $1.23M | Hold |
27,566
| – | – | 0.63% | 56 |
|
|
2020
Q1 | $1.22M | Buy |
27,566
+400
| +1% | +$17.7K | 0.66% | 52 |
|
|
2019
Q4 | $1.5M | Buy |
+27,166
| New | +$1.5M | 0.69% | 50 |
|